DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 463 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,186,073 | +17.3% | 222,939 | +19.1% | 0.06% | +17.3% |
| Q2 2023 | $8,684,738 | +34.5% | 187,211 | +29.0% | 0.05% | +23.8% |
| Q1 2023 | $6,458,184 | +28.9% | 145,128 | +27.3% | 0.04% | +16.7% |
| Q4 2022 | $5,010,333 | +36.6% | 114,001 | +21.1% | 0.04% | +24.1% |
| Q3 2022 | $3,669,000 | +11.2% | 94,154 | +14.8% | 0.03% | +11.5% |
| Q2 2022 | $3,299,000 | +406.0% | 82,032 | +497.5% | 0.03% | +420.0% |
| Q4 2021 | $652,000 | +53.8% | 13,730 | +43.8% | 0.01% | +66.7% |
| Q3 2021 | $424,000 | -4.5% | 9,545 | -3.8% | 0.00% | -25.0% |
| Q2 2021 | $444,000 | – | 9,921 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Abacus Wealth Partners, LLC | 1,804,740 | $80,130,461 | 29.51% |
| Hill Investment Group Partners, LLC | 777,467 | $34,519,519 | 22.32% |
| Willow Creek Wealth Management Inc. | 1,525,204 | $67,719,000 | 15.00% |
| Merriman Wealth Management, LLC | 3,130,842 | $139,009,000 | 11.56% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 11,796,374 | $523,759,000 | 10.73% |
| TFC Financial Management, Inc. | 575,781 | $25,565,000 | 8.48% |
| PBMares Wealth Management LLC | 369,163 | $16,391,000 | 7.81% |
| SAX WEALTH ADVISORS, LLC | 725,347 | $32,205,000 | 7.64% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,300,743 | $57,752,975,000 | 7.36% |
| Radnor Financial Advisors, LLC | 416,480 | $18,492,000 | 6.67% |